Export Zero Rate Visits

This feature is activated by HHAeXchange System Administration. Contact HHAeXchange Support Team for details, setup, and guidance.

For certain contract types, an Agency may allow $0 visits to be exported. This functionality is commonly used in coordination with Surplus contracts but can be enabled for any contract type. This topic provides instructions on how to allow $0 visits to be exported.

  1. Go to Admin > Contract Setup > Search > Billing Collections.

  2. Click the Export/Print Validations for E-Billing and/or Paper Invoicing link.

    This functionality is commonly used when Contract has Surplus Functionality is selected; however, can be applied to any Contract.

    Contract Setup Page

The Allow Zero Rate Visits to be Exported checkbox is located within the Export/Print Validation Rules Configuration and must be selected to ensure $0 visits can be exported.

Rate Configuration screen

The most common workflow for an Agency is to only export a visit with an Unpaid status. When the Allow Zero Rate Visits to be Exported checkbox is selected for a contract, the HHAeXchange system uses the following logic to determine if a visit with a $0 rate is exported:

  • If the 3rd Party Amount for the visit = $0, then the status is Paid

  • If the 3rd Party Amount for the visit is < > $0 (not equal to $0), then the status is Unpaid

Zero Rate Visits

Allow Zero Rate Visits to be Exported: Paid Status = Unpaid if Billed Amount = $0, and 3rd Party Amount <> $0